Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Luther King Capital Management (LKCM)’s
iShares Russell 1000 ETF
IWB
Stock Holding History
Luther King Capital Management (LKCM)’s Portfolio
IWB Stock Details
IWB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
–
–
288
2026
Q1
–
Hold
0
–
–
–
276
2025
Q4
–
Hold
0
–
–
–
255
2025
Q3
–
Hold
0
–
–
–
201
2025
Q2
–
Hold
0
–
–
–
195
2025
Q1
–
Hold
0
–
–
–
190
2024
Q4
–
Hold
0
–
–
–
174
2024
Q3
–
Hold
0
–
–
–
160
2024
Q2
–
Hold
0
–
–
–
141
2024
Q1
–
Hold
0
–
–
–
136
2023
Q4
–
Hold
0
–
–
–
133
2023
Q3
–
Hold
0
–
–
–
127
2023
Q2
–
Hold
0
–
–
–
126
2020
Q4
–
Hold
0
–
–
–
488
2020
Q3
–
Hold
0
–
–
–
460
2020
Q2
–
Hold
0
–
–
–
440
2020
Q1
–
Hold
0
–
–
–
388
2019
Q4
–
Hold
0
–
–
–
288
2019
Q3
–
Hold
0
–
–
–
283
2018
Q4
–
Hold
0
–
–
–
198
Other funds holding IWB
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$250B AUM
21.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$424B AUM
22.96%
1-Year Est. Return
M&T Bank
Buffalo, New York
$34.1B AUM
29.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$860B AUM
41.15%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$202B AUM
37.79%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close